Massive Moats
Massive MoatsResearch on the world’s strongest companies
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 58 | Subscribers | Read | massivemoats.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Netflix Q1 2026 Earnings Review
An analysis of Netflix's progress and future potential
Investment Letter March 2026 | €114,981 (-2.1% YTD)
Welcome to this third investment letter of 2026, where I review the portfolio’s performance and key developments throughout March.
Action Capital Markets Day & 3i Group update
On March 26, 2026, Action hosted its 2026 Capital Markets Day (CMD). Alongside 3i Group CEO Simon Borrows, Action’s CEO Hajir Hajji and CFO Joost Sliepenbeek presented the company’s recent performance metrics. They also outlined their strat...
Preview: CMD Action (3i Group, $III.L)
This article does not constitute investment advice (read the full disclaimer here). This article can be found online at massivemoats.substack.com. At the time of writing, March 17, 2026, I held a long position in 3i Group ($III.L).
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Research on the world’s strongest companies
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